Jul 14
John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]
Today my guest is John Kim. John is one of the world's top and most prolific fundraisers. He was chief client officer at General Catalyst, where he helped raise many of the firm's flagship funds. He is now chairman and president of corporate development at Lila Sciences, a compan ... Show More
50m 20s
Jul 7
Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]
My guest today is Jeremy Giffon. Jeremy has been on the show before as one of our most popular guests, and this conversation is every bit as enjoyable as the first. Over the last 18 months, Jeremy has had hundreds of conversations with founders and with the capital behind their c ... Show More
1h 15m
Jun 30
Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]
My guests today are Gavin Uberti and Rob Wachen, the founders of Etched. A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip ... Show More
1h 27m
Dec 2024
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ... Show More
1h 29m
Sep 2025
Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
<p>Nvidia’s $5 billion investment in Intel is one of the biggest surprises in semiconductors in years. Two longtime rivals are now teaming up, and the ripple effects could reshape AI, cloud, and the global chip race.</p><p>To make sense of it all, Erik Torenberg is joined by Dyla ... Show More
1h 40m
Feb 2025
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Dylan Patel is the founder of SemiAnalysis, a research & analysis company specializing in semiconductors, GPUs, CPUs, and AI hardware. Nathan Lambert is a research scientist at the Allen Institute for AI (Ai2) and the author of a blog on AI called Interconnects. Thank you for lis ... Show More
5h 16m
Nov 2023
AI in Machine Learning Infrastructure with Emmanuel Turlay, Founder & CEO of Sematic
In this episode, I talk with Emmanuel Turlay, Founder & CEO of Sematic, about the pivotal role of AI in Machine Learning infrastructure. Emmanuel shares his expertise in designing and building platforms for Machine Learning pipelines at scale, discussing key components such as da ... Show More
26m 56s
Dec 2024
AI Governance and Strategy for Long-Term Impact - with Steven Eliuk of IBM
<p>Today's guest is Steven Eliuk, VP & CTO for AI, Governance and Data, Product Software Development at IBM. Steven joins Emerj CEO and Head of Research Daniel Faggella on today's episode to explore the critical barriers organizations face in operationalizing AI. Steven shares in ... Show More
21m 53s
Aug 2024
Qlik CEO on Augmenting Data Analytics With AI
AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior s ... Show More
40m 42s
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industri ... Show More
